Administrator

1 month ago

Douglas, United Kingdom IQ-EQ Full time

**Company Description**
IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.
**Job Description** Department**: Private Wealth

**Responsibilities**:

- Perform a wide variety of Trust administration tasks accurately and in a timely manner to support the Company’s ever-growing and diversified international client base
- Provide a high level of quality internal and external client service and the accurate and timely provision of financial administration services
- Assist the Senior Officers and Management Team with the day-to-day administration of private client portfolios in accordance with the Company’s policies and procedures
- Plan, prioritise and organise tasks and activities efficiently, ensuring effective time management
- Effectively manage time input and work in progress on own portfolio
- Assist senior members of the Team where required

**Tasks**:

- Demonstrate the Group Values at all times and ensure engagement and commitment to deliver excellent client service, operational effectiveness and efficiencies in all tasks delivered
- Participate fully and proactively in the promotion of a constructive “client servicing” culture
- Provide timely and constructive feedback on client administration matters
- Develop and maintain effective working relationships with the Team Members and across all Teams locally to ensure a collaborative approach
- Work proactively and collaboratively with all Trust Administration Team Members on all client administration tasks
- Continue and maintain relevant technical knowledge, ensuring CPD requirements are met
- Take ownership for maintaining Continual Professional Development as required for the role and/or for existing professional qualifications or regulatory requirements
- Invite feedback and look to improve performance
- Acquire knowledge of business activities, products and services
- Deliver the highest level of client service in line with our Group Values with the objective of exceeding client expectations
- Ensure effective and efficient client correspondence and ensure turnaround times are as short as possible
- Ensure client procedures are followed at all times
- Assist and work collaboratively with the other Officers and Management Team on day-to-day administrative tasks and matters in respect of their client portfolios
- Assist with project work as the business requires
- Maintain proper and orderly client records
- Support an on-going programme of continuous improvement to client service, identifying and escalating opportunities as appropriate
- Grow commercial awareness and develop a good level of competitor and industry awareness
- Develop a good technical understanding of legal and regulatory requirements and industry best practice, that are relevant to the Company and its clients
- Maintain detailed knowledge of policies and procedures in place and responsibility to ensure they are adhering to in the course of day to day administration activities
- Be aware of risk factors and refer upwards, exercising judgement as to when manager help is needed
- Pro-actively comment on processes with respect to improvements and efficiencies
- Ensure that the Company’s policies and procedures are being followed and complied with and, in case of non-compliance, inform the relevant Senior Officer or the Risk and Compliance Team in a timely manner
- Provide timely responses to compliance queries and highlight any risk issues that arise

Be aware of and report suspicious transactions/complaints and guide other team members where required
**Qualifications**
- Working towards either one of the following: ICSA Certificate in Offshore Finance and Administration or STEP Foundation Certificate in Offshore Trust
- Ideally membership of relevant Professional Institute
- Evidence of Continued Professional Development
- Knowledge of the Finance Industry
- Minimum of 2 years’ Trust experience
- Ability to be flexible and work effectively as part of a Team
- Ability to prioritise and multi-task
- Able work under pressure and within tight deadlines to meet the Team’s, Service line’s and clients’ expectations
- Good analytical and numerical skills
- Excellent Trust administration skills
- Good written and oral communication skills
- Good organisational skills
- Working knowledge of Microsoft packages including Excel, Outlook and Word
- Good attention to detail
- Ability to demonstrate effective verbal and written communication skills
- Good understanding of the duties and responsibilities of a Fiduciary

**Additional Information**
At IQ-EQ we want you to reach your full potential. We offer an inclusive and diverse environment to support your career aspirations. With a strong emphasis on continuous learning and a holistic approach to your professional and personal development. We also offer opport

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